Excel Pivot Table Refresher Cheat Sheet

Grouping, slicers, and calculated fields

Last Updated: November 21, 2025

Focus Areas

Focus
Organize source data as tables
Add slicers and calculated fields for interactivity

Commands & Queries

Insert > PivotTable > Table1
Create the pivot
Add slicers for important filters
Add interactive filters
Fields > Value Field Settings > Show Values As
Adjust calculations

Summary

Format data, use slicers, and add calculated fields for insight.

💡 Pro Tip: Format source data as a table before building pivots.
← Back to Productivity & Office | Browse all categories | View all cheat sheets